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S&P Global

2,119 hedge funds and large institutions have $109B invested in S&P Global in 2026 Q1 according to their latest regulatory filings, with 211 funds opening new positions, 767 increasing their positions, 880 reducing their positions, and 255 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $883M | Put options by funds: $765M

1.66% less ownership

Funds ownership: 87.1%85.45% (-1.7%)

4% less funds holding

Funds holding: 2,1992,119 (-80)

13% less repeat investments, than reductions

Existing positions increased: 767 | Existing positions reduced: 880

17% less first-time investments, than exits

New positions opened: 211 | Existing positions closed: 255

21% less capital invested

Capital invested by funds: $138B → $109B (-$29B)

24% less funds holding in top 10

Funds holding in top 10: 9371 (-22)

Holders
2,119
Holders Change
-80
Holders Change %
-3.64%
% of All Funds
25.93%
Holding in Top 10
71
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-23.66%
% of All Funds
0.87%
New
211
Increased
767
Reduced
880
Closed
255
Calls
$883M
Puts
$765M
Net Calls
+$118M
Net Calls Change
-$256M
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
351
Curi RMB Capital
Illinois
$22.2M -$2.04M -4,390 -8%
CM
352
Cercano Management
Washington
$22.1M
VIM
353
Vancity Investment Management
British Columbia, Canada
$22M -$9.13M -19,674 -28%
Pathstone Holdings
354
Pathstone Holdings
New Jersey
$21.8M -$1.44M -3,093 -6%
DP
355
Dearborn Partners
Illinois
$21.7M -$1.97M -4,248 -8%
PAS
356
Professional Advisory Services
Florida
$21.5M +$6.86M +14,783 +41%
Lord, Abbett & Co
357
Lord, Abbett & Co
New Jersey
$21.4M -$73.7M -158,739 -76%
RC
358
RBF Capital
California
$21.3M
OBAM
359
ODDO BHF Asset Management
France
$21.1M -$9.17M -19,750 -28%
LOAME
360
Lombard Odier Asset Management (Europe)
United Kingdom
$21.1M +$988K +2,129 +4%
LA
361
LBP AM
France
$21.1M -$21.8M -46,963 -49%
RT
362
Rockland Trust
Massachusetts
$21.1M +$18.5M +39,845 +411%
URS
363
Utah Retirement Systems
Utah
$21M -$552K -1,188 -2%
DZ Bank
364
DZ Bank
Germany
$20.8M -$384M -826,966 -94%
P
365
&Partners
Tennessee
$20.7M -$3.95M -8,517 -15%
TWC
366
TD Waterhouse Canada
Ontario, Canada
$20.5M +$4.19M +9,031 +23%
TWIM
367
TIAA Wealth Investment Management
New York
$20.4M +$22.2M +47,912 New
Vanguard Personalized Indexing Management
368
Vanguard Personalized Indexing Management
California
$20.3M -$1.14M -2,451 -5%
NSLI
369
Nan Shan Life Insurance
Taiwan
$20.3M -$24.2M -52,037 -52%
YCM
370
Yousif Capital Management
Michigan
$20.1M -$2.36M -5,083 -10%
PFSRSONJ
371
Police & Firemen's Retirement System of New Jersey
New Jersey
$19.9M +$165K +355 +0.8%
JHA
372
Jackson Hill Advisors
Texas
$19.8M +$3.48M +7,500 +19%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
373
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.7M -$5.59M -12,034 -21%
UF
374
Univest Financial
Pennsylvania
$19.6M +$4.89M +10,524 +30%
MCM
375
Makena Capital Management
California
$19.6M +$6.3M +13,560 +42%

SPGI Hedge Fund Activity: Q1 2026 in Review

2,119 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2026, worth a combined $109B — down 21% from $138B a quarter earlier.

Sellers outnumbered buyers: 255 funds closed out of SPGI and 211 opened new positions — a net loss of 44 holders — while 880 trimmed existing stakes and 767 added.

The largest buyer was TCI Fund Management, adding an estimated $1.04B. The largest seller was BlackRock, cutting an estimated $808M.

  • 2,119 institutional investors held S&P Global (SPGI) as of Q1 2026, down from 2,199 in Q4 2025.
  • Funds reported $109B of S&P Global stock for Q1 2026, down 21% quarter-over-quarter.
  • 211 funds opened new S&P Global positions in Q1 2026 and 255 closed out, a net change of -44 holders.
  • The largest S&P Global buyer in Q1 2026 was TCI Fund Management, an estimated $1.04B added.
  • The largest S&P Global seller in Q1 2026 was BlackRock, an estimated $808M sold.

Based on aggregated 13F filings for Q1 2026.